Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Will you be able to afford nursing home care?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.